Demco | ThaiCapitalist

Dec14 0

AQUA AQUA plans to acquire a power business in Japan, expecting to invest in solar power. It expects performance to grow steadily. (Thun Hoon, 14/12/15) Comment: An advertising company, with a water-related name, investing in solar power. yeahhhhhhhhhhhhhh! BANPU BANPU plans to restructure its business with a focus on power. It expects to increase capacity […]

Dec09 9

AP AP and Mitsubishi launched Life Pinklao project, valued at Bt3.1bn on Nov 21. It expects this to achieve presales of 40% by this year. It expects this to support demand for premium condo in this location. (Khao Hoon, 09/12/15) BEAUTY BEAUTY expects 4Q15 earnings to peak on seasonality and large orders. It expects 2015 […]

Dec03 0

BJCHI BJCHI expects 2016 revenue to grow 15%, backed by projects worth Bt5.2bn. It plans to join a new Bt40bn auction and expects to get projects worth of Bt6.5bn. (Thun Hoon, 3/12/15) Comment: And yet despite the decrease in oil prices, they still can continue to grow, why? It’s a huge industry and Thailand is […]

Nov18 0

AJD AJD reported 9M15 net profit of Bt25.64mn (+1,007%YoY) thanks to high sales of set-top boxes and electric appliances. It expects 4Q15 earnings to be good on seasonality and online topup machines. 2016 performance is expected to grow significantly. (Thun Hoon, 18/11/15) BJCHI BJCHI expects 4Q15 earnings to be highest. It expects to book Bt1.7bn […]

Oct26 0

Names today: ASIMAR, BIG, BMCL, DEMCO, EPCO, FIRE, MFEC, PS, PTT, PTTEP, PYLON, TSE, UV ASIMAR ASIMAR to show strong 3Q15 after booking two big projects. More potential growth stories include: ship maintenance backlog, Bt600mn tugboat project (to open for bidding in Oct 2015) by the Port Authority of Thailand, multi-million baht projects for the […]

Oct22 0

Names today: AIT, ILINK, BKD, CHOW, DELTA, DEMCO, EASTW, EPCO, FORTH, LIT, MCS, QH, SAMCO, SUSCO AIT AIT cooperating with ILINK to invest in a data center. It has got a Bt600mn job which is expected to start up in 2016. It expects this to boost performance next year. It expects 2015 revenue of Bt5.2bn […]

Sep24 0

ADVANC ADVANC expects 3Q15 net profit of Bt8.6bn (-4%) affected by decreasing service revenue and profit margin on sale of mobile handsets and rising marketing expense and depreciation. It expects 4Q15 earnings to be better because of the 4G auction. (Khao Hoon, 24/09/15) Comment: It’s the same story every couple of years for AIS, in […]

Sep16 2

AOT AOT expects 2015 net profit of Bt15bn (+22%) backed by growth in low cost airlines and increase of 10mn passengers. (Khao Hoon, 16/09/18) Comment: And the most expensive airline stock in the world continues growing & growing, what capacity issue? BDMS BDMS expects 2H15 earnings to be good on seasonality and more patients from […]

Sep11 4

AAV AAV will pay its first ever dividend at Bt0.10/share, XD on September 14, paid on September 29. It expects 3Q15 earnings to be better on the back of recovery in tourists and lower oil price. It plans to open a new route soon. It expects 4Q15 earnings to peak thanks to seasonality. (Thun Hoon, […]

Aug31 0

AJD AJD expects to sign contract with YTO Express in September. It plans to invest in the logistics business in Thailand soon. (Khao Hoon, 31/08/15) AOT AOT expects to invest in Suvarnabhumi phase 2, valued at Bt56bn, by the end of this year. Management expects performance to be good as total passengers grew 14% in the first […]

ThaiCapitalist

Insights into the SET Index & Thai Stocks

Tag: Demco

Stocks in the news (aqua, banpu, bgt, demco, earth, eastw, eforl, epg, gunkul, ratch, sithai, takuni, ticon, ttcl, tu) 14.12.15

Stocks in the news (ap, beauty, becl, bmcl, bem, cbg, ck, daii, demco, ea, eastw, ifec, jsp, mono, ncl, planb, samart, seafco, sprc, tfg, tmill, ureka) 09.12.15

Stocks in the news (bjchi, chow, cpall, demco, mega, prin, ptg, sc, tacc, tvd, uac, true) 02.12.15

Stocks in the news (ajd, bjchi, cho, ci, csl, dcc, demco, delta, jsp, ktis, loxley, mill, ori, oto, polar, pttgc, siam, sport, tk, uac, wice) 18.11.15

Stocks in the news (26.10.15)

Stocks in the news (22.10.15)

Stocks in the news (advanc, aeonts, bec, dcon, demco, fsmart, irpc, mcs, mill, sena, sim, sricha, sst, tae, tvt, tsr) 24.09.15

Stocks in the news (aot, bdms, chow, ci, demco, eforl, fvc, genco, gold, jas, kbank, kbs, lit, ncl, thcom, tpch, true) 16.09.15

Stocks in the news (aav, ait, age, ba, bmcl, chuo, demco, drt, kbank, pcsgh, phol, samtel, vgi, vng) 11.09.15

Stocks in the news (ajd, aot, bcp, bkd, city, demco, eastw, forth, hmpro, kkc, paf, pca, prin, ptt, sgp, singer, solar, thcom, trt, upa) 31.08.15